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Sonora Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Sonora Investment Management’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-400
Closed -$12.5K – 1191
2018
Q1 		$12.5K Buy
+400
New +$12.8K ﹤0.01% 706

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Sonora Investment Management's HEDJ Position: Q2 2018 in Review

Sonora Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 400 shares — an estimated $12.5K sold.

Sonora Investment Management first reported a position in HEDJ in Q1 2018 and held it in 1 quarter. The position peaked at $12.5K in Q1 2018. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

  • Sonora Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Sonora Investment Management sold 400 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $12.5K.
  • Sonora Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 1 quarter.
  • Sonora Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $12.5K in Q1 2018.
  • 296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Sonora Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.